Is this a stock picker’s market?
Moneyweb recently hosted their first Boutique Asset Manager event in conjunction with IRESS. They brought together a number of Boutique Asset Managers to discuss the state of local markets right now and where the best opportunities for investors lay.
As part of the conference, Delphine Govender, Chief Investment Officer at Perpetua in her presentation attempts to answer the question: “Is this a stock-picker’s market?”
Watch Delphine’s presentation here.